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Disclosery

&PARTNERS: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on SCHG, newest first. How the timeline and the estimate are built.

&PARTNERS held 340,541 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 340,541 shares
    Change vs previous 13F +32,051 shares

    0.05% of the 13F portfolio, value $11,519,221.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 308,490 shares
    Change vs previous 13F +11,309 shares

    0.04% of the 13F portfolio, value $8,986,302.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 297,181 shares
    Change vs previous 13F +19,259 shares

    0.05% of the 13F portfolio, value $9,708,736.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 277,922 shares
    Change vs previous 13F +34,236 shares

    0.06% of the 13F portfolio, value $8,870,110.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 243,686 shares
    Change vs previous 13F +79,477 shares

    0.06% of the 13F portfolio, value $7,213,233.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 164,209 shares
    Change vs previous 13F +18,715 shares

    0.04% of the 13F portfolio, value $4,108,510.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 145,494 shares
    Change vs previous 13F +113,676 shares

    0.05% of the 13F portfolio, value $4,124,641.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,818 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,346,746.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).